Nous sommes désolés. Le contenu de cette page n'est présentement disponible qu'en anglais.
Peter’s practice is focused predominantly on the Canadianincome tax aspects of:
estate planning and wealth management
migration and preserving wealth
corporate reorganizations
investments in Canadian real estate or businesses.
As part of his practice, Peter offers his clients tax-efficient solutions for Canadians leaving Canada as well as for Canadians investing abroad. He also assists clients in resolving disputes with the Canada Revenue Agency and works with taxpayers wishing to make a voluntary disclosure.
Fluent in Cantonese as well as English, Peter has advised Cantonese-speaking clients from Hong Kong and certain parts of China.
Peter fournit des services juridiques par l’intermédiaire d’une société professionnelle.
Experience
Advised and implemented an innovative estate plan for a Canadian family having assets over $200 million whereby Canadian taxes upon death or a departure from Canada may be minimized.
Advised and implemented a corporate reorganization for a wealthy Canadian individual whereby his capital losses could be monetized by his private company.
Advised and implemented non-resident trust structures for new immigrants to Canada whereby Canadian taxes could be minimized or avoided and capital may be repatriated to Canada without taxation.
Represented and assisted an off-shore financial institution with a court application to minimize the Canadian taxation of a non-resident trust of which the institution was the trustee.
Speaker, “Non-Resident Trusts: Current Planning and Selected Issues.” Pacific Business & Law Institute in Vancouver, May 2023
PRÉSENTATION
Panelist, “Tips & Traps of Cross-Border Probate and Tax Filings in the Continuing Alternate Realty of Covid-19,” International Estate Planning Committee, 2021 Virtual Summer Meeting of the American College of Trust and Estate Counsel (ACTEC), June 2021
PRÉSENTATION
Co-Author, Planning for Transparency in British Columbia – International Tax Planning Association (ITPA), May 2020
PUBLICATION
Panelist, “Working with International Clients”, Pacific Business & Law Institute in Vancouver, March 2019.
PRÉSENTATION
Panelist, "Wealth Planning in times of Political Turmoil: Recent Experiences and Strategies", STEP Global Congress 2018 in Vancouver, September 2018.
PRÉSENTATION
Speaker, "Voluntary Disclosures: Are They Working?", Transcontinental Trusts: Geneva Forum 2018 in Geneva, April 2018.
PRÉSENTATION
Speaker, “Canada: A Tale of Two Tax Worlds”, STEP Conference in Seattle, September 2017.
PRÉSENTATION
Speaker, "Canada: A Sanctioned Tax Haven," ITPA Conference in Monte Carlo, June 2017.
PRÉSENTATION
Speaker/Author, "Taxation of Canadian Real Estate: An Update," The Canadian Chamber of Commerce in Hong Kong, November 2016.
PRÉSENTATION